Apply📍 United States
🧭 Full-Time
🔍 Financial Services
- Bachelor’s degree in Finance, Business, Economics, or related field
- Active FINRA Series 7 and 63/66 or Series 82 and 63/66
- 4+ years experience selling financial services
- Strong understanding of financial products and markets
- Proficiency in CRM software and MS Office
- Respond to inbound leads and conduct outbound outreach
- Develop and maintain client relationships
- Provide ongoing support and guidance to clients
- Ensure compliance with industry regulations
- Maintain records of sales activities
ComplianceClient relationship managementSales experienceCRMFinancial analysis
Posted 3 days ago
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